How to Convert a TSB PDF Bank Statement to CSV or Excel

TSB provides statements as PDF files through its internet banking and mobile app. While the app offers some transaction history views, getting a clean CSV or Excel export for accounting, tax, or reconciliation purposes requires converting the PDF. Here's how to do it — for free, in under a minute.

By Jack Whitehead 1 March 2026 5 min read

Watercolour illustration of a TSB bank document splitting into a clean spreadsheet grid

The Problem With TSB PDF Statements

TSB's internet banking lets you view and download statements as PDF files, but the platform does not offer a straightforward CSV or Excel export for full statement periods. If you need structured data from your TSB account — for bookkeeping, tax returns, or importing into accounting software — the PDF is typically all you have to work with.

Copy-pasting from a TSB PDF into a spreadsheet produces broken formatting. The columns for "Money Out" and "Money In" collapse together, multi-line descriptions wrap unpredictably, and dates lose their structure. For a statement with dozens or hundreds of transactions, manual cleanup is not a practical option.

TSB split from Lloyds Banking Group in 2013 and is now owned by Banco de Sabadell. The bank went through a significant IT platform migration in 2018, which means statement formats may differ depending on when the statement was issued. Whether your PDF is from the current platform or an older format, the converter handles both.

Quick answer: Use ReconcileIQ's free PDF converter. Select TSB, upload your PDF, and download clean CSV or Excel output. No signup, no email, no cost.

How to Convert Your TSB Statement (4 Steps)

Open the converter tool
Go to bankreconciler.app/tool and click the PDF to CSV converter section.
Select TSB from the bank dropdown
This tells the parser which statement layout to expect. TSB personal and business account formats are both supported.
Upload your PDF
Drag and drop or click to browse. The tool processes the file instantly in your browser. Your statement data never leaves your computer.
Download your CSV or Excel file
Review the extracted transactions on screen, then download as CSV (for accounting software import) or Excel (for spreadsheet analysis).

Privacy note: The converter runs entirely in your browser. Your TSB statement is never uploaded to any server. The data stays on your machine throughout the process.

What the Converter Extracts

The TSB parser extracts these fields from your PDF statement:

Date — transaction date in a clean, sortable format
Description — payee name, transaction reference, and payment details
Type — transaction type (e.g. direct debit, card payment, standing order, faster payment)
Money Out — debit amounts (payments, direct debits, transfers out)
Money In — credit amounts (salary, refunds, transfers in)
Balance — running balance after each transaction

Multi-line descriptions are merged correctly. Amounts with commas and currency symbols are normalised. The separate "Money Out" and "Money In" columns are preserved in the CSV, or optionally combined into a single signed amount column.

Can I Download TSB Statements as CSV Directly?

TSB's internet banking and mobile app provide access to your statement history as downloadable PDF files. However, unlike some larger banks, TSB does not offer a dedicated CSV or Excel export function for transaction data. The mobile app shows transaction lists that you can scroll through, but there is no built-in option to export them as structured data files.

If you need structured data from a full statement period — whether for a tax return, an accountant, or importing into software like Xero, QuickBooks, or Sage — converting the PDF is the most reliable route.

Alternative: Open Banking

TSB supports Open Banking, which allows authorised third-party apps to access your transaction data via API. However, Open Banking access is typically limited to 90 days of history and requires periodic re-authentication. For historical statements, year-end data, or a complete record of a specific period, PDF conversion remains the most practical option.

TSB Statement Formats

TSB uses different statement layouts depending on account type and when the statement was generated:

TSB Current Account (post-2018) — standard layout with date, description, type, money out, money in, and balance columns on the current Sabadell-built platform
TSB Current Account (pre-2018) — older format from before the IT migration, with slightly different column spacing and header styles
TSB Business Account — similar layout to personal accounts with additional reference fields for business transactions
TSB Savings Account — simplified layout showing deposits, withdrawals, interest, and running balance
TSB Credit Card — separate format with transaction date, posting date, description, and amount

The converter handles all common TSB UK statement formats. If you encounter a layout that is not parsed correctly, the tool falls back to a generic PDF parser that works with any bank.

What to Do With Your CSV Data

Once you have clean CSV data from your TSB statement, you can:

Import into accounting software — Xero, QuickBooks, Sage, FreeAgent, and Pandle all accept CSV bank imports
Reconcile in ReconcileIQ — upload alongside your accounting data to automatically match and reconcile
Analyse in Excel — pivot tables, spending analysis, cash flow tracking
Code in CodeIQ — if you're a bookkeeper, CodeIQ can automatically code transactions to your chart of accounts, classify VAT, and post back to your platform
File with HMRC — structured data for tax return preparation or MTD submissions

Convert Your TSB Statement Now

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Frequently Asked Questions

Can I download my TSB bank statement as a CSV?

TSB internet banking does not offer a direct CSV export for statements. You can download your statement as a PDF and use a free converter tool to extract the transaction data into CSV format for any date range.

How do I convert a TSB PDF statement to Excel?

Use the free PDF converter at bankreconciler.app/tool. Select TSB, upload your PDF, and download the extracted data. CSV files open directly in Excel, or you can copy-paste the preview data into a spreadsheet.

Is the TSB PDF converter free?

Yes. The PDF to CSV converter is completely free with no signup required. It runs in your browser so your data stays private. Works with TSB personal and business accounts.

Does the converter work with older TSB statements from before the 2018 migration?

Yes. The converter handles both current TSB statement formats and older layouts from before the 2018 IT platform migration. If your statement predates the 2013 split and was issued by Lloyds TSB, you may get better results using the Lloyds parser instead.